TCP Asset Management, LLC

CIK: 0001961898SEC EDGAR →

Portfolio Value

$593.5M

Holdings

111

As of

Q4 2025

New Positions

7

Closed Positions

9

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

128,361$87.9M
14.81%
2

DIMENSIONAL ETF TRUST

943,287$44.1M
7.44%
3

SPDR DOW JONES INDL AVERAGE

78,221$37.6M
6.33%
4

INVESCO QQQ TR

57,024$35.0M
5.90%
5

DIMENSIONAL ETF TRUST

468,218$34.7M
5.85%
6

FIDELITY COMWLTH TR

314,137$28.7M
4.84%
7

FIRST TR EXCHANGE-TRADED FD

392,999$23.6M
3.97%
8

DIMENSIONAL ETF TRUST

610,793$23.3M
3.92%
9

SELECT SECTOR SPDR TR

157,844$22.7M
3.83%
10

NORTHERN LIGHTS FD TR

976,704$21.7M
3.66%

Quarterly Changes

Top Buys

IVV↑ Increased
$5.0M
DON↑ Increased
$2.7M
DFAU↑ Increased
$2.1M
FTSM↑ Increased
$1.9M
NDQ↑ Increased
$1.8M

Top Sells

PHYS/U↓ Decreased
$738K
SMH↓ Decreased
$682K
CXCLOSED
$386K
BUXX↓ Decreased
$375K
CLXCLOSED
$247K

New Positions (7)

$826K · 22K shares
$230K · 9K shares
$206K · 557 shares
$203K · 927 shares
$203K · 1K shares
$200K · 1K shares
$30K · 18K shares

Closed Positions (9)

$386K · 43K shares
$247K · 2K shares
$235K · 7K shares
$222K · 3K shares
$211K · 557 shares
$210K · 2K shares
$209K · 2K shares
$206K · 172 shares
$205K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services74$516.9M87.1%
Unknown7$55.9M9.4%
Technology7$8.1M1.4%
Energy4$4.8M0.8%
Consumer Cyclical4$2.0M0.3%
Communication Services4$1.5M0.3%
Industrials5$1.4M0.2%
Real Estate1$1.2M0.2%
Healthcare3$919K0.2%
Utilities1$444K0.1%
Consumer Defensive1$302K0.1%